AI-Powered Meeting Assistant: Automate Tasks & Client Follow-ups
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Transform your meeting transcripts into actionable results. This n8n workflow uses an AI Agent to intelligently parse Firefiles call data, automatically creating personal tasks in Airtable and sending personalized summaries and action items to your clients via Gmail, ensuring no follow-up is missed.
About This Workflow
Tired of manual post-meeting work? This powerful n8n workflow leverages the intelligence of an OpenAI-powered Langchain Agent to revolutionize how you manage meeting follow-ups. Integrating seamlessly with Firefiles for call transcripts, it automatically analyzes discussions, identifies critical action items for you, and creates them directly in your Airtable base. Simultaneously, it customizes and dispatches concise meeting summaries, complete with relevant tasks, directly to your clients via Gmail. This ensures clarity, accountability, and significant time savings, allowing you to focus on execution rather than administrative overhead. Perfect for project-focused meetings, it intelligently filters tasks, ensuring only your responsibilities are added to your task list while clients receive only their relevant action items.
Key Features
- Intelligent AI Agent: Utilizes GPT-4o via Langchain to understand complex meeting transcripts, identify project-related discussions, and extract actionable insights.
- Automated Task Creation: Automatically converts your identified action items into structured tasks within a specified Airtable base, complete with name, description, due date, priority, and project.
- Personalized Client Notifications: Sends tailored meeting summaries and participant-specific action items to clients via Gmail, excluding your own tasks and email.
- Dynamic Workflow Triggering: Seamlessly triggers a sub-workflow for task creation, ensuring modularity and efficient processing of multiple tasks.
- Firefiles Transcript Integration: Designed to ingest detailed call transcripts from Firefiles, including title, participants, sentences, and bullet-gist summaries.
How To Use
- Configure Firefiles Integration: Set up your Firefiles integration or webhook to trigger this n8n workflow with new call transcript data.
- OpenAI Credentials: Provide your OpenAI API key in the 'OpenAI Chat Model' node to enable the AI Agent's intelligence.
- Airtable Setup: In the 'Create Task' sub-workflow, connect your Airtable account and select your desired Base ('Philipp's Base') and Tasks table ('Tasks'), verifying column mappings are correct.
- Gmail Credentials: Authorize your Gmail account in the 'Notify Client About Tasks' node for sending personalized emails.
- Customize AI Agent: Update the 'AI Agent' node's system message with your name and email (e.g.,
[YOUR NAME HERE],[YOUR EMAIL HERE]) to personalize task filtering and notification logic.
Apps Used
Workflow JSON
{
"id": "a5eae732-f460-49ed-ac46-26da4e7ac00d",
"name": "AI-Powered Meeting Assistant: Automate Tasks & Client Follow-ups",
"nodes": 9,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: a5eae732-f460...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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